Free Financial Modeling TemplatesPage 6

Find the exact model for your financial needs - DCF, LBO, 3-statement, real estate, SaaS, and more. Filter by category, type, audience, or difficulty.

Used by professionals from

KPMG logoWharton logoColumbia logoESSEC logoPwC logoHEC logo

285 templates

Pension_Fund_Model.xlsx
Metric
2026
Revenue
--
EBITDA
--

Pension Fund Asset Allocation Model

Liability-driven investment strategy, asset allocation, and funding ratio analysis for pension plan portfolios.

Target_Date_Fund.xlsx
Metric
2026
Revenue
--
EBITDA
--

Target Date Fund

Model a target date fund with asset allocation glide path, rebalancing, and fee structures by vintage year.

Risk_Parity_Model.xlsx
Metric
2026
Revenue
--
EBITDA
--

Risk Parity Portfolio Model

Allocation framework that weights assets by inverse volatility to achieve equal risk contribution across equities, bonds, and alternatives.

Multi_Asset_Allocation_Model.xlsx
Metric
2026
Revenue
--
EBITDA
--

Multi-Asset Portfolio Allocation

Asset allocation model optimizing portfolio construction across equities, bonds, alternatives, and real assets.

Alternatives_Allocation_Model.xlsx
Metric
2026
Revenue
--
EBITDA
--

Alternatives Allocation Model

Portfolio allocation across private equity, hedge funds, and real assets.

Dividend_Discount_Model.xlsx
Metric
2026
Revenue
--
EBITDA
--

Dividend Discount Model

Valuation of dividend-paying stocks using multi-stage dividend growth and terminal yield.

Bond_Trading_Model.xlsx
Metric
2026
Revenue
--
EBITDA
--

Bond Trading Model

Fixed income trading desk P&L and risk analytics.

FX_Portfolio_Model.xlsx
Metric
2026
Revenue
--
EBITDA
--

FX Hedging and Portfolio Model

Currency exposure tracking and hedging strategy model for multinational companies with multi-currency revenue and cost bases.

Commodities_Trading_Model.xlsx
Metric
2026
Revenue
--
EBITDA
--

Commodities Trading Model

Track commodity positions, hedges, and P&L with mark-to-market and exposure metrics.

Commodity_Hedging_Model.xlsx
Metric
2026
Revenue
--
EBITDA
--

Commodity Hedging Model

Structure and monitor hedges for commodity price exposure with effectiveness metrics.

Macro_Scenario_Model.xlsx
Metric
2026
Revenue
--
EBITDA
--

Macroeconomic Scenario Model

Multi-scenario financial model with GDP, inflation, employment, and sector-specific economic drivers.

Insurance_Portfolio_Model.xlsx
Metric
2026
Revenue
--
EBITDA
--

Insurance Portfolio Risk and Return Model

Portfolio model for insurance investment holdings including asset allocation, duration matching, credit risk, and spread analysis.

Life_Insurance_Model.xlsx
Metric
2026
Revenue
--
EBITDA
--

Life Insurance Valuation Model

Valuation model for life insurance products and in-force book value using mortality assumptions and surrender rates.

Reinsurance_Model.xlsx
Metric
2026
Revenue
--
EBITDA
--

Reinsurance Company Underwriting Model

Reinsurance premium income, claims reserves, underwriting margin, and ROE for reinsurance portfolios.

Captive_Insurance_Model.xlsx
Metric
2026
Revenue
--
EBITDA
--

Captive Insurance Company Model

Captive insurer financial projections and reinsurance analysis.

InsurTech_Operating_Model.xlsx
Metric
2026
Revenue
--
EBITDA
--

InsurTech Operating and Valuation Model

Operating model for insurance tech platforms including underwriting volumes, loss ratios, expense ratios, and insurance-linked returns.

Renewable_Energy_Model.xlsx
Metric
2026
Revenue
--
EBITDA
--

Renewable Energy Project Economics Model

Solar, wind, or hydro project generation, power purchase agreements, operating costs, and project IRR.

Oil_Gas_Upstream_Model.xlsx
Metric
2026
Revenue
--
EBITDA
--

Oil & Gas Upstream Model

Integrated production, cost, and project economics for upstream oil and gas assets.

EV_Charging_Network_Model.xlsx
Metric
2026
Revenue
--
EBITDA
--

EV Charging Network Model

Financial model for EV charging station network with capex, utilization, revenue, and ROI.

Battery_Storage_Project_Model.xlsx
Metric
2026
Revenue
--
EBITDA
--

Battery Storage Project Model

Energy storage system financial analysis and PPA modeling.

Hydrogen_Production_Model.xlsx
Metric
2026
Revenue
--
EBITDA
--

Hydrogen Production and Storage Model

Financial model for hydrogen production facilities (electrolysis, SMR, gasification) including capex, operating costs, and offtake agreement revenue.

LNG_Terminal_Model.xlsx
Metric
2026
Revenue
--
EBITDA
--

LNG Terminal Model

Project finance model for liquefied natural gas import or export terminals with throughput and storage economics.

Mining_Model.xlsx
Metric
2026
Revenue
--
EBITDA
--

Mining Operations Model

Financial model for mining projects including ore reserves, production costs, commodity pricing, and NPV analysis.

Electric_Utility_Tariff.xlsx
Metric
2026
Revenue
--
EBITDA
--

Electric Utility Tariff Model

Model utility revenue based on customer class, usage levels, and tariff rate schedules.

Frequently asked

Are Finamodel templates free to download?+

Yes. Every template in this catalog is available as a free Excel download. Enter your email to receive the workbook and edit it in Excel.

What types of financial models are available?+

The catalog includes DCF, three-statement, LBO, operating, SaaS, real estate, project finance, fundraising, and valuation models.

Can I edit the Excel templates?+

Yes. The workbooks are designed to be editable, so you can replace assumptions, historical data, and forecasts for your own company or transaction.

How do I find the right template?+

Use the filters for sector, model type, purpose, audience, and difficulty, then open a template page to review its contents before downloading.

Are the templates suitable for professional use?+

They are structured using practical financial-modeling conventions and are intended as flexible starting points for analysis, planning, and valuation.

Do the templates include formulas?+

Yes. Downloads contain live Excel formulas and linked schedules so you can trace calculations and update outputs when assumptions change.

Have more financial modelling questions? Contact us

Go further

Build the financial model you need with Fina

Browse templates, examples, and downloadable Excel models for the analysis you are trying to build. If you can't find your model, ask Fina to build a model for your specific needs.

Start for free
Excel financial model spreadsheet preview showing Customer Rollforward
Fina interactive chat interface preview